Kaizen Financial Strategies’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Kaizen Financial Strategies’s Portfolio NMZ Stock Details NMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21,720	Closed	-$232K	–	113
2022 Q4	$232K	Sell	21,720 -5,419	-20%	-$56.6K	0.23%	101
2022 Q3	$279K	Sell	27,139 -2,585	-9%	-$30.4K	0.28%	81
2022 Q2	$348K	Sell	29,724 -2,503	-8%	-$30.1K	0.34%	75
2022 Q1	$419K	Sell	32,227 -9,504	-23%	-$132K	0.33%	71
2021 Q4	$631K	Sell	41,731 -25,381	-38%	-$376K	0.47%	54
2021 Q3	$991K	Buy	+67,112	New	+$1.03M	0.8%	34

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Kaizen Financial Strategies's NMZ Position: Q1 2023 in Review

Kaizen Financial Strategies sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2023, closing a stake of 21,720 shares — an estimated $232K sold.

Kaizen Financial Strategies first reported a position in NMZ in Q3 2021 and held it in 6 quarters. The position peaked at $991K in Q3 2021. 122 funds tracked by Wall St. Rank hold NMZ as of Q1 2023.

Kaizen Financial Strategies reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 21,720 Nuveen Municipal High Income Opportunity Fund shares in Q1 2023, an estimated $232K.
Kaizen Financial Strategies first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and held it in 6 quarters.
Kaizen Financial Strategies's Nuveen Municipal High Income Opportunity Fund position peaked at $991K in Q3 2021.
122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2023.

Based on Kaizen Financial Strategies's 13F filing for Q1 2023, filed 11 May 2023.